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Overview of the Contact Profile Page
Overview of the Contact Profile Page

Explore the tabs in the contact profile, including Timeline, Notes, Inbox, Tasks, Invoices, Docs, and Inventory, to manage activities.

Kalila Richards avatar
Written by Kalila Richards
Updated over 2 months ago

When you click on a contact, you’ll see multiple tabs in their profile. Here’s a quick overview of what each tab offers:

Video Tutorial:
Check out this short video on how to navigate through different contact profiles HERE

Tabs Overview:

Timeline

  • Automatically tracks activity: This tab gathers all email exchanges and transaction activities related to the contact.

  • Filter-specific activities: Use the subheader or the More Filters button on the right to filter activities such as email exchanges or sales.

Notes

  • Internal communication: Share internal notes about the contact with your team.

  • Add a new note: Click the Add Note button in the top-right corner to add new notes.

Inbox

  • View incoming emails: Shows all incoming emails from the contact in one place.

Tasks

  • Organize to-dos: Keep track of tasks related to this contact.

  • Create a new task: Click on Add Task in the top-right corner to create a task.

Invoice

  • Manage invoices: Lists all invoices linked to this contact.

  • Track unpaid invoices: Use this tab to check for unsent or unpaid invoices and follow up as needed.

Docs

  • Store important documents: Upload relevant documents related to the contact for easy access..

Inventory

  • View related inventory: Shows all inventory items associated with the contact, pulled from the Associations section in inventory.


Frequently Asked Questions (FAQ):

Q: How can I track all activities related to a contact in ARTERNAL?
A: Use the Timeline tab to view all email exchanges and transaction activities. You can filter specific activities using the More Filters button.

Q: How do I add internal notes about a contact?
A: Go to the Notes tab, then click the Add Note button to share internal notes with your team.

Q: Can I view all invoices related to a contact?
A: Yes, the Invoices tab lists all invoices linked to the contact, and you can track unpaid or unsent invoices.

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